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            Show, Hide, and Reorder Pipeline Forecast Columns

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            Show, Hide, and Reorder Pipeline Forecast Columns

            Customize the display of most standard and custom forecast columns on the forecasts page. For example, you can position a custom Most Likely column to appear next to the Open Pipeline column.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales
            User Permissions Needed
            To view the Forecasts Settings page:

            View Setup and Configuration

            AND

            View All Forecasts OR Allow Forecasting OR delegated forecast manager
            To create and manage a forecast type: Customize Application

            The time period is always the first column on the forecasts page. If quotas are enabled, the quota column is always the second column. The lock icon indicates that you can’t reorder or hide these columns.

            1. From Setup, in the Quick Find box, enter Forecasts Settings, and then select Forecasts Settings.
            2. Under Available Forecast Types, select Select Columns to Display from the quick actions for a forecast type.
            3. Select columns to appear and reorder them as needed. Then click Done.
              Select columns to display page with Best Case Forecast column selected to be hidden

            See Also

             
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